See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,074 | $84,936-30.4% | $111,297-46.9% | $79,386-25.6% |
| Participation rate | 99.4% | 75.9%+23.5pp | 77.3%+22.1pp | 70.7%+28.7pp |
| Annual return | -30.91% | 17.45%-48.4pp | 54.65%-85.6pp | 116.85%-147.8pp |
| Employer contribution / active EE | $11,974 | $1,979+505.0% | $2,731+338.5% | $2,427+393.3% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,964-100.0% | $626-100.0% |